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Philip Morris

2,731 hedge funds and large institutions have $207B invested in Philip Morris in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 1,104 increasing their positions, 1,049 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 1,104 | Existing positions reduced: 1,049

0.85% more ownership

Funds ownership: 81.07%81.92% (+0.85%)

4% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.44B

4% less funds holding

Funds holding: 2,8422,731 (-111)

10% less capital invested

Capital invested by funds: $230B → $207B (-$23B)

30% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 211

32% less funds holding in top 10

Funds holding in top 10: 10269 (-33)

Holders
2,731
Holders Change
-111
Holders Change %
-3.91%
% of All Funds
35.84%
Holding in Top 10
69
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-32.35%
% of All Funds
0.91%
New
147
Increased
1,104
Reduced
1,049
Closed
211
Calls
$1.39B
Puts
$1.44B
Net Calls
-$52M
Net Calls Change
-$424M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIC
1901
ZWJ Investment Counsel
Georgia
$431K -$51.7K -307 -10%
TCOO
1902
Trust Company of Oklahoma
Oklahoma
$431K +$67.3K +400 +18%
OPWM
1903
Oxinas Partners Wealth Management
Indiana
$429K -$16.8K -100 -4%
HAC
1904
Harbor Advisory Corp
New Hampshire
$429K
NEWAS
1905
N.E.W. Advisory Services
Wisconsin
$429K +$5.22K +31 +1%
RC
1906
Roundview Capital
New Jersey
$429K
CST
1907
Charles Schwab Trust
Nevada
$429K +$13.3K +79 +3%
CC
1908
Commons Capital
Massachusetts
$429K
MPI
1909
Mairs & Power Inc
Minnesota
$428K +$673 +4 +0.2%
S
1910
Steadtrust
Texas
$428K +$13.6K +81 +3%
BI
1911
Binnacle Investments
Iowa
$428K +$6.73K +40 +2%
HCM
1912
Hilton Capital Management
New York
$426K -$181K -1,076 -29%
OCM
1913
Orion Capital Management
California
$425K +$841 +5 +0.2%
SAMT
1914
Select Asset Management & Trust
Pennsylvania
$425K -$14.6K -87 -3%
PSF
1915
Pacific Sun Financial
California
$425K -$13.6K -81 -3%
LCM
1916
Lazari Capital Management
California
$423K +$1.85K +11 +0.4%
BAM
1917
Bosun Asset Management
Illinois
$422K
TAM
1918
Townsend Asset Management
North Carolina
$422K -$17.7K -105 -4%
PB
1919
Pinnacle Bancorp
Nebraska
$422K
BW
1920
BXM Wealth
Colorado
$422K +$437K +2,599 New
APWA
1921
Atlas Private Wealth Advisors
New Jersey
$421K -$957K -5,688 -69%
OWP
1922
ORG Wealth Partners
Texas
$421K -$194K -1,151 -31%
CF
1923
Clarity Financial
Texas
$421K
CSF
1924
Capital Squared Financial
Maryland
$421K +$436K +2,594 New
SCA
1925
Stonebridge Capital Advisors
Minnesota
$421K -$2.69K -16 -0.6%

PM Hedge Fund Activity: Q3 2025 in Review

2,731 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q3 2025, worth a combined $207B — down 10% from $230B a quarter earlier.

Sellers outnumbered buyers: 211 funds closed out of PM and 147 opened new positions — a net loss of 64 holders — while 1,049 trimmed existing stakes and 1,104 added.

The largest buyer was Fidelity Investments, adding an estimated $1.33B. The largest seller was Wellington Management Group, cutting an estimated $479M.

  • 2,731 institutional investors held Philip Morris (PM) as of Q3 2025, down from 2,842 in Q2 2025.
  • Funds reported $207B of Philip Morris stock for Q3 2025, down 10% quarter-over-quarter.
  • 147 funds opened new Philip Morris positions in Q3 2025 and 211 closed out, a net change of -64 holders.
  • The largest Philip Morris buyer in Q3 2025 was Fidelity Investments, an estimated $1.33B added.
  • The largest Philip Morris seller in Q3 2025 was Wellington Management Group, an estimated $479M sold.

Based on aggregated 13F filings for Q3 2025.